SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 134 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $2,143,000 | +8.0% | 54,059 | +1.3% | 1.10% | +2.3% |
| Q3 2015 | $1,985,000 | +2.1% | 53,373 | -0.3% | 1.08% | +15.2% |
| Q2 2015 | $1,944,000 | -9.8% | 53,520 | +0.7% | 0.94% | -8.5% |
| Q1 2015 | $2,156,000 | +4.5% | 53,165 | +0.3% | 1.02% | +5.4% |
| Q4 2014 | $2,064,000 | +14.3% | 52,990 | 0.0% | 0.97% | +10.0% |
| Q3 2014 | $1,805,000 | -3.3% | 52,990 | +0.4% | 0.88% | -2.4% |
| Q2 2014 | $1,866,000 | +7.6% | 52,765 | +0.7% | 0.90% | +1.0% |
| Q1 2014 | $1,734,000 | – | 52,375 | – | 0.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 597,749 | $24,585,000 | 13.92% |
| Fund Evaluation Group, LLC | 1,557,236 | $64,049,000 | 10.25% |
| APPLETON GROUP, LLC | 183,743 | $7,557,000 | 8.12% |
| Financial Engines Advisors L.L.C. | 4,573,795 | $188,125,000 | 6.28% |
| MONEYWISE, INC. | 191,393 | $7,872,000 | 6.22% |
| MCIA Inc | 152,286 | $6,264,000 | 5.56% |
| Tiller Private Wealth, Inc. | 155,950 | $6,414,000 | 5.00% |
| Moisand Fitzgerald Tamayo, LLC | 189,667 | $7,801,000 | 4.75% |
| Whitnell & Co. | 240,701 | $9,900,000 | 4.32% |
| Northwest Quadrant Wealth Management, LLC | 113,486 | $4,798,000 | 3.59% |